RETIREMENT MONEY MANAGEMENT

RETIREMENT MONEY MANAGEMENT of SARASOTA, FL is an SEC-registered investment adviser (CRD 145149). Regulatory assets under management: $41.6M.

Registration

• CRD: 145149
• SEC file number: 801-69720
• Type: Registered investment adviser
• Location: 5001 LAKEWOOD RANCH BLVD, SARASOTA, FL, 34240
• Phone: 941-955-2099
• Latest filing: 2026-01-22
• Regulatory AUM: $41.6M
• Non-discretionary AUM: $41.6M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145149 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search